Tag: "featured"

ASPPA Warns NCFRR Report Threatens Workers’ Retirement Security

ASPPA Warns NCFRR Report Threatens Workers’ Retirement Security

| December 1, 2010 | 0 Comments

ASPPA CEO Brian Graff responds to the final report on recommendations to cut the national debt released by the chairs of the bipartisan National Commission on Fiscal Responsibility and Reform.

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ASPPA Welcomes IRS Guidance on Roth Conversion

ASPPA Welcomes IRS Guidance on Roth Conversion

| November 29, 2010 | 0 Comments

Brian Graff, CEO of ASPPA responds to the Internal Revenue Service release of guidance on in-plan conversions of 401(k) or 403(b) assets to a Roth account….

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ASPPA Urges Congress to Protect Retirement Incentives

ASPPA Urges Congress to Protect Retirement Incentives

| November 10, 2010 | 2 Comments

ASPPA CEO Brian Graff responds to the draft report released by the chairs of the bipartisan National Commission on Fiscal Responsibility and Reform.

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ASPPA Issues Comment on Rule 12b-2

ASPPA Issues Comment on Rule 12b-2

| November 3, 2010 | 0 Comments

Brian H. Graff, executive director and CEO of ASPPA and the Council of Independent Recordkeepers (CIKR) issue comments to the SEC on proposed Rule 12b-2 regarding the use of mutual fund assets to pay fees from the sale of mutual fund shares…

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ASPPA To Release TPA Owner Survey

ASPPA To Release TPA Owner Survey

| October 15, 2010 | 0 Comments

Results from a survey of Third Party Administrators (TPAs) will be shared at the ASPPA annual conference October 17. Results show TPAs focusing on 403(b) Plans…

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ASPPA’s College of Pension Actuaries Issues Letter to PBGC

ASPPA’s College of Pension Actuaries Issues Letter to PBGC

| October 13, 2010 | 0 Comments

The ASPPA College of Pension Actuaries responds to a request for comment on the proposed rule relating to treatment of substantial cessation of operations under ERISA Section 4062(e) issued by the Pension Benefit Guaranty Corporation…

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ASPPA & NTSAA Petition DOL for 403(b) Plan Relief

ASPPA & NTSAA Petition DOL for 403(b) Plan Relief

| October 12, 2010 | 0 Comments

ASPPA and the National Tax Sheltered Accounts Association (NTSAA) request an extension for 403(b) plans and arrangements scheduled to file the revised Form 5500 series for 2009 plan years due October 15, 2010…

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ASPPA Urges IRS to Clarify Circular 230 Requirements

ASPPA Urges IRS to Clarify Circular 230 Requirements

| October 7, 2010 | 1 Comment

Robert Richter, president-elect of the American Society of Pension Professionals & Actuaries (ASPPA) issues the following statement in preparation for testimony regarding recommendations to modify Circular 230 before a hearing of the Internal Revenue Service (IRS)…

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ASPPA Enhances Service Provider Certification

ASPPA Enhances Service Provider Certification

| October 5, 2010 | 0 Comments

ASPPA and the Centre for Fiduciary Excellence (CEFEX) announce changes to their service provider certification program to align with the needs of the growing marketplace of retirement plan professionals…

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ASPPA Urges DOL to Issue Form 5500 Extension

ASPPA Urges DOL to Issue Form 5500 Extension

| October 1, 2010 | 2 Comments

Craig Hoffman, General Counsel and Director of Regulatory Affairs of ASPPA issues a request an extension to file the revised Form 5500 series with DOL and IRS. ASPPA believes the extension will encourage compliance for employers struggling to meet the October 15 deadline…

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